Matt Orlando, Crpc™
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Matt Orlando, Crpc™ Email & Phone Number

Financial Advisor at Surgeons Capital Management
Location: Marlton, New Jersey, United States 3 work roles 1 school
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Surgeons Capital Management
Role
Financial Advisor
Location
Marlton, New Jersey, United States
Company size
51 employees

Who is Matt Orlando, Crpc™? Overview

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Quick answer

Matt Orlando, Crpc™ is listed as Financial Advisor at Surgeons Capital Management, a company with 51 employees, based in Marlton, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Matt Orlando, Crpc™.

Matt Orlando, Crpc™ previously worked as Financial Advisor at Karr Barth Associates and Summer Intern at Ubs. Matt Orlando, Crpc™ holds Communication Studies, Business/Commerce, General from University Of Maryland.

Company email context

Email format at Surgeons Capital Management

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Surgeons Capital Management

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Profile bio

About Matt Orlando, Crpc™

I'm a financial advisor at Karr Barth Associates, a holistic fiduciary planning firm that has been serving the Philadelphia community for over 50 years. Our team is dedicated to providing comprehensive financial solutions tailored to each individual's unique goals and aspirations.In addition to my professional expertise, I have a passion for sports and a strong connection to the local community. I had the privilege of playing four years of baseball at the University of Maryland, where I learned valuable life lessons and qualities. These qualities have greatly influenced my approach to financial planning, as I believe in collaborating with clients to achieve their financial objectives while also leveraging the experience of my team.Having grown up in South Jersey, I have a deep understanding of the challenges individuals face when it comes to financial planning. My goal is to empower individuals and families to make informed financial decisions that align with their long-term goals and aspirations.

Current workplace

Matt Orlando, Crpc™'s current company

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Surgeons Capital Management
Surgeons Capital Management
Financial Advisor
Philadelphia, PA, US
Website
karr-barthassociates.com
Employees
51
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Company profile
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3 roles

Matt Orlando, Crpc™ work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Karr Barth Associates

Bala-Cynwyd, Pennsylvania, United States

Sep 2023 - Present

Summer Intern

Ubs

Mt. Laurel, New Jersey, United States

Engaged in cold calling, list building and team meetings over the summer of 2022.

Jun 2022 - Aug 2022
Team & coworkers

Colleagues at Surgeons Capital Management

Other employees you can reach at karr-barthassociates.com. View company contacts for 51 employees →

RL Ryan Lynch Ryan Lynch Colleague at Surgeons Capital ManagementHaddonfield, New Jersey, United States, United States View → NJ Nicholas J. Palazzo Nicholas J. Palazzo Colleague at Surgeons Capital ManagementBala-Cynwyd, Pennsylvania, United States, United States View → NT Nick Troha Nick Troha Colleague at Surgeons Capital ManagementUnited States, United States View → CC Carleigh Conners Carleigh Conners Colleague at Surgeons Capital ManagementHavertown, Pennsylvania, United States, United States View → JW Jordan Wiedmayer Jordan Wiedmayer Colleague at Surgeons Capital ManagementPhiladelphia, Pennsylvania, United States, United States View → TM Tripp Mckeon Tripp Mckeon Colleague at Surgeons Capital ManagementPhiladelphia, Pennsylvania, United States, United States View → IR Isabella Ricci Isabella Ricci Colleague at Surgeons Capital ManagementGreater Philadelphia, United States View → GS Gregory Scott Gregory Scott Colleague at Surgeons Capital ManagementBala-Cynwyd, Pennsylvania, United States, United States View → MS Michael Stasko Michael Stasko Colleague at Surgeons Capital ManagementBala-Cynwyd, Pennsylvania, United States, United States View → PW Pell White Iii Pell White Iii Colleague at Surgeons Capital ManagementBala-Cynwyd, Pennsylvania, United States, United States View →
1 education record

Matt Orlando, Crpc™ education

FAQ

Frequently asked questions about Matt Orlando, Crpc™

Quick answers generated from the profile data available on this page.

What company does Matt Orlando, Crpc™ work for?

Matt Orlando, Crpc™ works for Surgeons Capital Management.

What is Matt Orlando, Crpc™'s role at Surgeons Capital Management?

Matt Orlando, Crpc™ is listed as Financial Advisor at Surgeons Capital Management.

Where is Matt Orlando, Crpc™ based?

Matt Orlando, Crpc™ is based in Marlton, New Jersey, United States while working with Surgeons Capital Management.

What companies has Matt Orlando, Crpc™ worked for?

Matt Orlando, Crpc™ has worked for Surgeons Capital Management, Karr Barth Associates, and Ubs.

Who are Matt Orlando, Crpc™'s colleagues at Surgeons Capital Management?

Matt Orlando, Crpc™'s colleagues at Surgeons Capital Management include Ryan Lynch, Nicholas J. Palazzo, Nick Troha, Carleigh Conners, and Jordan Wiedmayer.

How can I contact Matt Orlando, Crpc™?

You can use AeroLeads to view verified contact signals for Matt Orlando, Crpc™ at Surgeons Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Matt Orlando, Crpc™ attend?

Matt Orlando, Crpc™ holds Communication Studies, Business/Commerce, General from University Of Maryland.

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